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Vermillion & White Wealth Management Group’s Sweetgreen SG Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-123
Closed -$3.08K – 560
2025
Q1 		$3.08K Buy
+123
New +$3.4K ﹤0.01% 428

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vermillion & White Wealth Management Group's SG Position: Q2 2025 in Review

Vermillion & White Wealth Management Group sold out of Sweetgreen (SG) in Q2 2025, closing a stake of 123 shares — an estimated $3.08K sold.

Vermillion & White Wealth Management Group first reported a position in SG in Q1 2025 and held it in 1 quarter. The position peaked at $3.08K in Q1 2025. 253 funds tracked by Wall St. Rank hold SG as of Q2 2025.

  • Vermillion & White Wealth Management Group reported no remaining Sweetgreen position as of Q2 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 123 Sweetgreen shares in Q2 2025, an estimated $3.08K.
  • Vermillion & White Wealth Management Group first reported a position in Sweetgreen in Q1 2025 and held it in 1 quarter.
  • Vermillion & White Wealth Management Group's Sweetgreen position peaked at $3.08K in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2025, filed 13 Aug 2025.